Filed September 27, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,260 | $87,013+73.8% | $106,213+42.4% | $80,856+87.1% |
| Participation rate | 51.0% | 70.4%-19.4pp | 75.3%-24.3pp | 67.6%-16.6pp |
| Annual return | 17.52% | 17.05%+0.5pp | 116.14%-98.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,732 | $2,395-27.7% | $3,171-45.4% | $2,755-37.1% |
| Participant deferral / active EE | $2,505 | $3,986-37.1% | $5,016-50.1% | $4,296-41.7% |
| Admin fee / account holder | $3,860 | $8,431-54.2% | $11,033-65.0% | $6,918-44.2% |